Abound Wealth Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $163 | Hold |
6
| – | – | ﹤0.01% | 1116 |
|
|
2025
Q1 | $151 | Hold |
6
| – | – | ﹤0.01% | 1091 |
|
|
2024
Q4 | $159 | Sell |
6
-27
| -82% | -$716 | ﹤0.01% | 1160 |
|
|
2024
Q3 | $907 | Hold |
33
| – | – | ﹤0.01% | 790 |
|
|
2024
Q2 | $843 | Hold |
33
| – | – | ﹤0.01% | 744 |
|
|
2024
Q1 | $882 | Hold |
33
| – | – | ﹤0.01% | 787 |
|
|
2023
Q4 | $813 | Hold |
33
| – | – | ﹤0.01% | 812 |
|
|
2023
Q3 | $727 | Hold |
33
| – | – | ﹤0.01% | 750 |
|
|
2023
Q2 | $761 | Sell |
33
-4,110
| -99% | -$94.8K | ﹤0.01% | 772 |
|
|
2023
Q1 | $93.7K | Hold |
4,143
| – | – | 0.04% | 77 |
|
|
2022
Q4 | $90.6K | Sell |
4,143
-33
| -0.8% | -$722 | 0.04% | 70 |
|
|
2022
Q3 | $84.2K | Sell |
4,176
-27
| -0.6% | -$545 | 0.05% | 70 |
|
|
2022
Q2 | $87.9K | Hold |
4,203
| – | – | 0.05% | 52 |
|
|
2022
Q1 | $106K | Hold |
4,203
| – | – | 0.08% | 51 |
|
|
2021
Q4 | $113K | Buy |
+4,203
| New | +$113K | 0.09% | 48 |
|